01_Fundamentals of SAP Business One.revised (1)
Transcript of 01_Fundamentals of SAP Business One.revised (1)
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SAP AG 2003
SAP Solutions for Small and Midsize Businesses (SMB)
Additional components for SAP Business One
General functions in SAP Business One
Contents:
Fundamentals of SAP Business One
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Describe SAP's product offerings for the SMB
market
Discuss the features and technology of SAP
Business One
Outline the additional components that are
available for SAP Business One
Navigate through SAP Business One and
choose how the data displays
At the conclusion of this unit, you will be able to:
Fundamentals of SAP Business One: Unit Objectives
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You are the managing director of a midsize
company and want to implement a new
software solution to make your business
processes more efficient. You have heard that
SAP also offers software solutions for
companies of your size. You would like to findout what these products have to offer, and
which one is most suitable for your company.
Fundamentals of SAP Business One:Business Scenario
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Describe SAP's product strategy for the SMB
market
Discuss the architecture and features of SAPBusiness One
At the conclusion of this topic, you will be able to:
SAP Solutions for SMB: Topic Objectives
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CompanySize
SAP's Approach to the SMB Market
There is no single, uniform
SMB market. Companies
vary considerably in terms
of
Company size
IT complexity
Industry
Location
Industry
Large Enterprises- mySAP Business Suite -
Sophisticated SMBs- mySAP All-in-One -
Advanced SMBs- SAP Business One -
Small Companies
Services Retail Production
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SAP Offers Solutions for Companies of All Sizes
Midsize CompaniesSubsidiaries Small CompaniesSubsidiaries
mySAP All-in-One
Consists of the mySAP
Business Suite tailored
to the needs of midsize
companies; the softwareis easy to install,
implement,and maintain,
and provides a full range
of business functions
SAP Business One
Can be implemented ina matter of days and
provides all the
functions you need
LargeEnterprises
mySAP Business
Suite
Complete set of business
functionality for all
requirements
SAP Solutions for SMB
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Server
Mail
Backup
SDK
Integration
Toolkit
ServicesDatabase
SAP Business One: Technology
Easy
to Use
Architecture
Interfaces
Flexible
End-to-end solution
Windows look & feel
Simple navigation
Drill-down reporting
Drag&Relate
Integrated with Microsoft Word and
Microsoft Excel
2-tier client/server architecture
("fat client")
Win 32 based, C++
Different database options Version check
Easy to configure
Search helps
Forms
Queries
User-defined fields Formatted searches
SDK (programming interface for VB,
C/C++, Java)
Integration Toolkit 1.5 (data interface
based on SOAP 1.1)
Client
SDK
Additi l C t f SAP B i O
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Outline the additional components of SAP
Business One and describe their benefits
At the conclusion of this topic, you will be able to:
Additional Components for SAP Business One:Topic Objectives
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SAP Business One Software Development Kit
Server
Data Interface Server
External System
SAP Business
One Server
Client
User Interface API
Add-on development
Data Interface API
G l F ti i SAP B i O
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Navigate through SAP Business One and choose
how the data displays
Create posting periods and period indicators Configure shortcuts and your user menu
Customize the main menu according to your
authorizations
Use Drag&Relate
At the conclusion of this topic, you will be able to:
General Functions in SAP Business One:Topic Objectives
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Applications
Administration
Financials
Sales A/R
Purchasing A/P
Business Partners
Banking
Inventory
Production
Service
Reports
Menu Drag & Relate
World of Sports [2004-6]
manager
SAP Business One
User Menu
Choose Company
Company
User
Adm in is t ra tion Choose Company
Server
Company Databases
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Posting Periods
1
23
4
Quarters
1
2
3
4
5
678
9
10
1112
Months Days
Year
Fiscal Year
1
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Posting Period Status
Locked
Closing Per iodCurrent
period -Unlocked1 2
3
4
567
8
9
10
1112
Previous fiscal year
1
2
3
4
5
67
8
9
10
1112
Current fiscal year
Locked or Unlocked
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Period Indicator and Document Numbering
4
56 34
5
12
3
4
5
67
8
9
10
1112
Fiscal year
Series I
running from41000 to 41999
Series II
running from
42000 to 42999
Series III
running from
43000 to 43999
Series IV
running from44000 to 44999
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Menu Bar and Toolbar
File Edit Data Goto Tools Window Help
Print Preview
Print
Send E-mail
Send SMS
Send Fax
Export to MS-EXCEL
Export to MS-WORD
Launch Application
Lock Screen
General For Navigating Between Data Records
Menu Bar
Toolbar
View Module
Find
Add
First Data Record
Previous Record
Next Record
Last Data Record
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User Code
User Name
Superuser
E-Mail
Mobile Phone
Fax
Password
Defaults
Branch
Department
Add Cancel
Users Setup
Winter
Sabine Winter
0167-653536
Sales
New York
Sales
Functions in a Form
Ctrl+Double-Click
Original Description:
New Descr.:
Mobile Phone
?
Bold ItalicsSelection List
Dropdown List
Winter [Form=20700 Item=13 Variable=1 OUSR,USER_CODE
User code (8 char)
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Display Parameters
Language
Color
Default Length Unit
Default Weight Unit
Date Format, Date Separator
Time Format
Display Currencies on the Right
Decimal Places, Decimal Separator, andThousands Separator
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User-defined Shortcuts and User Menu
User-definedMenu
InvoiceItem Management
Incoming Payment
Order
User-defined
Shortcuts
Forms
Reports
Queries
Links
Business Partner Master Data (BP)
Sales Opportunity
Quotation
Invoice
Select Won Opportunities
Settings for Opportunity Analysis
Open Items List
Sales Analysis Report Preferences
Menu Drag & Relate User Menu
Sales Manager
World of Sports [2004]
SAP Business One
OK Cancel
ListAllocation
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Customize Main Menu
Administration
Financials
Sales A/R
Purchasing A/P
Business Partners
Banking
Inventory
Production
Cost Accounting
Reports
Menu Drag & Relate
World of Sports [2004-6]Marc Seller
SAP Business One
User Menu
Main Menu
Form Settings Main Menu
Administration
Visible
Financials
Sales /AR
...
Apply Authorizations
Display only modules and menu
items the user is authorized for.
Menu Item
Choose manually
the Menu Items you
want to display.
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Drag&Relate
Purchased Item
Sales Item
WH Item
Fixed Assets
Item Number
Description
Descr. in Foreign
Item Grouping
Manufacturer
SWW
Price List
EAN CodeM00001
Bed (Metallic Design)
Bedroom Furniture
Meubles Antiques
Purchase Price EUR374.40
Expenses for Goods
Regular Vendor
Originator Catalog No.
Unit of Measurement for Purch.
Items per purchase unit
Packing Unit
Quantity per Packing Unit
Customs Group
Tax Liable
Expense Account
Dirk1
Unit
1
1
Customs Exempt
Input Tax 16 %
608000
0,00
16,00
OK Cancel
Length
Width
Height
Volume
Weight
Procurement Data Sales Data WH Data Restrictions Properties Details
List of all quotations for item M00001
Sales / AR
Purchasing / AP
Delivery Notes
Invoices
Quotations
Returns
Orders
Credit Memos
Sales Persons
Delivery (Rows)
Invoices (Rows)
Quotations (Rows)
Return (Rows)
Orders (Rows)
Credit Notes (Rows)
AP Invoices
AP Invoices (Rows)
Goods Receipt
Goods Receipt (Rows)
Purchase Orders
Purchase Orders (Rows)
Purchase Credit Memos
Purchase Credit Memos (Rows)
Purchase Returns
Business Partners
Contacts
SAP Business One
Busy_Ones_5(1-10)
manager
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Describe SAP's product offerings for the SMB
market
Discuss the features and technology of SAP
Business One
Outline the additional components that are available
for SAP Business One
Navigate through SAP Business One and choose
how the data displays
You are now able to:
Fundamentals of SAP Business One: Unit Summary